Denise Green CLIENT SERVICE & PLANNING ASSOCIATE

Denise Green

CLIENT SERVICE & PLANNING ASSOCIATE

Denise Green serves clients by building professional and personal relationships, providing strong client service, and helping them realize financial well-being.

Denise Green is an outgoing person who is quick to solve problems, answer questions, provide solutions, and proactively communicate important information to clients. She has cultivated a strong understanding of client needs and possesses a breadth of knowledge that result in a first-class experience for clients. Denise believes clients appreciate her attention to detail and follow-up skills as well as her ability to listen to each client’s concerns and find a best solution for all.

With more than 32 years of experience in the financial services industry, she has served various operational, sales, and client service-oriented roles during her career. Denise’s strong and diverse background enables her to provide a seasoned perspective and effective client service. Denise earned an Associate of Arts in Accounting from Hammel College. In her spare time, Denise enjoys reading, sewing, hiking, camping, and reviewing fashion trends. Movies from the 50’s era are her favorites.